Law Offices of Dagmar M. Pollex
image How We Can Help

Here are some ways in which good planning can make a significant difference in your life and the lives of those important to you:
  • Planning to minimize the costs and delays of estate settlement and taxes
  • Planning to maximize your retirement benefits and reduce taxes
  • Coordinating your retirement planning and estate planning goals
  • Planning ahead for long term care concerns
  • Planning for continuation of a family business or preserving the value of a family business, in a way that is fair to all family members
  • Planning for the possibility of remarriage in a way that secures your children's inheritance
  • Preservation of family privacy
  • Planning that maximizes your children's inheritance by protecting it from divorce or creditors
  • Designing a plan that encourages children to use their inheritance wisely
  • Planning for grandchildren or children with disabilities
  • Planning for nontraditional families
  • Charitable planning
  • Helping you define and express the legacy you would like to leave to your family, friends and communities

Our law office uses a team approach to planning. This means we will work with your financial advisors to make sure that all your planning objectives will be coordinated.